Ddfg, Inc has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $433 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $43.4B, Ishares Barclays 3 7 Yr Treas with a value of $41.6B, Ishares Core Msci Intl Develop with a value of $31.4B, Ishares Core S&P U.S. Value Et with a value of $27.1B, and Ishares U.S. Treasury Bond ETF with a value of $27.1B.

Examining the 13F form we can see an increase of $35.4B in the current position value, from $398B to 433B.

Ddfg, Inc is based out at Thousand Oaks, CA

Below you can find more details about Ddfg, Inc portfolio as well as his latest detailed transactions.

Portfolio value $433 Billion
ETFs: $403 Billion
Technology: $11.8 Billion
Energy: $3.42 Billion
Financial Services: $3.24 Billion
Consumer Defensive: $3.03 Billion
Communication Services: $2.53 Billion
Healthcare: $2.5 Billion
Industrials: $1.96 Billion
Other: $1.87 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $433 Billion
  • Prior Value $398 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Ddfg, Inc Portfolio

Follow Ddfg, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ddfg, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ddfg, Inc with notifications on news.